Our Story

Evergreen Strategic Partners was founded in 2016, though our co-founders Tom Harnish and Craig Grover have worked together for nearly a decade and share a common vision for a financial planning practice that focuses on building strong, long-lasting relationships with clients. 

We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.  There are many professionals and even websites out there that can build a financial plan for you, but we feel the underlying relationship between client and advisor is critical to the lifespan of a financial plan.  Your plan should mirror the ups and downs and changing circumstances of a life well-lived.  And we plan to be with you every step of the way. 

We are strong believers in “lifetime learning” and are consistently growing as financial professionals.  In order to provide the highest level of service to our clients, we need to always be up-to-date and when possible ahead of the pack in terms of technical knowledge, opportunity and market trends, and broad understanding of the psychology and impact of investor trends.  Our commitment to professional growth and diverse resources is reflected in our relationships with Northeast Planning Associates, Inc. and LPL Financial, respected and long standing firms in the financial services field, regionally and nationally.

We also understand that there are other key professionals and advisors with which you work (attorneys, CPAs, tax professionals and so on).  We are happy to engage with your chosen professionals or can recommend trusted resources that we have long-standing relationships with, both with the common goal of providing the best possible plan or approach for your situation.